ScreenSteps

ScreenSteps is an AI-powered procedure platform that helps organizations capture, deliver, and maintain trusted standard operating procedures (SOPs). Designed for regulated industries and teams where accuracy matters, it supports consistent employee performance by making complex, frequently changing processes easier to find and follow.

The platform helps subject matter experts turn spoken explanations, screen recordings, and prompts into clear, optimized guides. Teams can simplify lengthy documents, structure procedures with decision trees and checklists, and publish certified SOPs in a centralized knowledge hub. The Sidekick browser extension makes guidance available within web applications, while AI chat helps employees surface relevant answers in the moment of need.

ScreenSteps also supports ongoing content accuracy through article certifications, change notifications, user feedback, and requests. Its offerings include procedure management, employee training and onboarding resources, courses, webinars, videos, and knowledge-transfer materials. Serving organizations such as credit unions, banks, contact centers, farm credit organizations, and law firms, ScreenSteps aims to help employees work confidently and perform procedures consistently as operations change.